See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Service code 27 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Plan) | $25,677 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,344 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,305 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $153 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,606 | $52,953-13.9% | $172,739-73.6% | $65,185-30.0% |
| Participation rate | 78.4% | 66.2%+12.2pp | 82.6%-4.3pp | 70.2%+8.2pp |
| Annual return | 23.30% | 30.12%-6.8pp | 802.84%-779.5pp | 29.38%-6.1pp |
| Employer contribution / active EE | $661 | $2,190-69.8% | $5,143-87.1% | $2,177-69.6% |
| Participant deferral / active EE | $3,531 | $2,471+42.9% | $5,198-32.1% | $3,514+0.5% |
| Admin fee / account holder | $302 | $472-36.0% | $13,954-97.8% | $847-64.4% |